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Network origin in Brian John Shores first degree
Entity | Entity type | Industry | |
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BNY Mellon Advisors, Inc.
![]() BNY Mellon Advisors, Inc. Investment ManagersFinance BNY Mellon Advisors, Inc. (BNYMA) is a SEC-registered investment advisor headquartered in Pennington, New Jersey. The firm was founded in 1995 and formerly known as Lockwood Advisors, Inc. They were acquired by The Bank of New York Co., Inc. in 2002 and is now a direct, wholly-owned subsidiary of MBC Investments Corp., which in turn is a wholly-owned subsidiary of The Bank of New York Mellon Corp. (NYSE: BK). BNYMA offers portfolio management services in various wrap fee programs. The firm serves as the sole wrap fee sponsor for their Managed360 Program.
6
| Subsidiary | Investment Managers | 6 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Brian John Shores via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
UBS Asset Management (Americas), Inc.
![]() UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Investment Managers | Corporate Officer/Principal | |
JPMorgan Investment Management, Inc.
![]() JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Corporate Officer/Principal | |
Lockheed Martin Investment Management Co.
![]() Lockheed Martin Investment Management Co. Investment ManagersFinance Lockheed Martin Investment Management Co. (LMIMCo) is a pension fund management firm headquartered in Bethesda, Maryland. The firm is wholly owned by Lockheed Martin Corp. (NYSE: LMT). LMIMCo has the fiduciary responsibility for making investment decisions related to the assets of their parent company’s post-retirement benefit plans. | Investment Managers | Corporate Officer/Principal | |
Gartmore Investment Management Ltd.
![]() Gartmore Investment Management Ltd. Investment ManagersFinance Gartmore Investment Management Ltd. provides investment products and services. The company was founded in 1969 and is headquartered in London, the United Kingdom. | Investment Managers | Corporate Officer/Principal | |
University of Pennsylvania | College/University | Undergraduate Degree | |
University of Bath | College/University | Undergraduate Degree | |
Cumberland Advisors, Inc.
![]() Cumberland Advisors, Inc. Investment ManagersFinance Cumberland Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Sarasota, Florida (with a branch office in Vineland, New Jersey). The firm was founded by David R. Kotok in 1973. Cumberland Advisors provides investment advisory services to high net worth individuals, institutions, investment companies, public and corporate retirement plans, corporations, foundations and government entities (direct clients as well as managed money through financial advisors). | Investment Managers | Portfolio Manager-Equities | |
Drexel University | College/University | Graduate Degree | |
Pershing LLC
![]() Pershing LLC Investment Banks/BrokersFinance Founded in 1939, Pershing LLC is a broker/dealer headquartered in Jersey City, New Jersey. The firm is a subsidiary of the Bank of New York Mellon Corp. (NYSE: BK). The firm helps financial services firms and advisors succeed by providing the technology, operational, trading, investment and practice management solutions they need to serve investors. Pershing offers securities processing, trading and operations management, investment technology, asset-gathering solutions and practice management support. The firm serves a wide range of financial organizations including: banks, discount brokerages, full-service brokerages, registered investment advisors, independent contractors, institutional firms, global firms and small- to mid-sized firms. Pershing also offers financial products including annuities, mutual funds and money funds, as well as business tools, cash management services, investor and lending services, retirement products and wealth management. In addition, they offer trading and execution services in listed and OTC securities, fixed-income securities and mutual funds. | Investment Banks/Brokers | President | |
Temple University (Pennsylvania) | College/University | Graduate Degree | |
Millersville University | College/University | Undergraduate Degree | |
Mount Saint Mary's University | College/University | Undergraduate Degree | |
The Pennsylvania State University | College/University | Undergraduate Degree | |
St. Joseph's University | College/University | Masters Business Admin | |
NewSquare Capital LLC
![]() NewSquare Capital LLC Investment ManagersFinance NewSquare Capital LLC (NewSquare) is an independent, SEC-registered investment advisor headquartered in Newtown Square, Pennsylvania. Founded in 2010, NewSquare provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, Taft Hartley plans, Trusts, estates, charitable institutions, corporations, foundations, and endowments. | Investment Managers | Economist |
Statistics
International
United States | 16 |
United Kingdom | 3 |
Sectoral
Finance | 10 |
Consumer Services | 9 |
Operational
Corporate Officer/Principal | 6 |
Undergraduate Degree | 6 |
Analyst-Equity | 6 |
Portfolio Manager-Equities | 5 |
Chief Investment Officer | 3 |
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